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Customize reports and create Custom Summary Reports in QuickBooks Online Accountant

by QuickBooks Online Accountant Updated 4 months ago

Learn how to customize reports for your firm and clients.

In QuickBooks Online Accountant, you can create custom reports for your firm. Customizing lets you change the layout, add rows or columns, or filter for specific data. You can customize existing QuickBooks reports, or use a Custom Summary report to start from scratch with no data.

Here's how to customize reports for your accounting team in QuickBooks Online Accountant.

Tip: You can also go to your client's company and follow these steps to customize their reports.

Customize a report for your firm

You can modify existing reports to get started:

  1. In QuickBooks Online Accountant, go to the Reports menu.
  2. Go to the Standard tab.
  3. In the search field, enter the name of a report. Or, select and open one on the list.
  4. Select Customize.

In the customization window, you can decide things like the reporting period, accounting method, and much more.

  • Set the format and accounting method in the General section.
  • Add or remove rows and columns in the Row/Columns section.
  • Add or remove data points in the Filter section.

When you're done customizing the report, select Run report.

Create a custom summary report for your firm

If you want to create a brand new report from scratch with no data, create a Custom Summary report. You can only create this report for your firm, not your clients.

  1. QuickBooks Online Accountant, go to the Reports menu.
  2. Go to the Standard tab.
  3. In the search field, enter Custom Summary Report. Or, search for and open it on the list.
  4. Select Customize.

In the customization window, you can decide things like the reporting period, accounting method, and much more.

  • Set the format and accounting method in the General section.
  • Add or remove rows and columns in the Row/Columns section.
  • Add or remove data points in the Filter section.

When you're done customizing the report, select Run report.

Manage and share custom reports

Here's how to manage your firm's reports so you can share them with the right audience.

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